Bitcoin News Today: TSMC and Samsung Tariff Exemptions Boost BTC Mining Supply Chain Stability

The Bitcoin mining industry appears unfazed by a new round of U.S. tariffs imposed on the semiconductor sector, as leading manufacturers of Application Specific Integrated Circuits (ASICs)—Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung—have been granted exemptions due to their U.S. operations [1]. This exemption ensures that major BTC mining equipment producers, such as Bitdeer, will not face additional costs from the tariffs. A Bitdeer spokesperson confirmed the company’s collaboration with TSMC and announced plans to establish a U.S.-based factory for assembling mining equipment within a year [1].

The U.S. exemption policy is rooted in the companies’ domestic manufacturing investments. TSMC’s Phoenix facility, operational since 2023, and Samsung’s fabrication plants in Texas qualify both firms for exclusion from the 100% tariffs on imported semiconductors [1]. These exemptions are expected to stabilize the supply chain for BTC mining hardware, allowing manufacturers to continue operations without tariff-related disruptions.

The broader market has responded positively to the news. In Taiwan, the TAIEX index is set to open with a 2.3% gain, with TSMC’s shares nearing record levels. Meanwhile, SMIC, a major competitor without a U.S. presence, has also seen a rise in Hong Kong, outperforming the Hang Seng index [1]. This suggests that the industry is broadly optimistic about the U.S. policy and its implications for continued market access.

Bitcoin has experienced a slight pullback following its recent high of $123,000, currently trading at $116,970.89 with a 1.89% increase. Analysts at CryptoQuant note a period of consolidation, with softer on-chain activity indicating potential short-term downside risks. Conversely, Ethereum is showing strength, rising 6.43% to $3,905.42 as short-term capital flows shift from Solana to Ether, with ETH/BTC breaking above its 200-day EMA for the first time in two years [1].

The U.S. stock market also showed resilience, with the S&P 500 up 0.73% and Apple gaining 5% following its announcement to increase U.S. manufacturing investment to $600 billion over four years [1]. Meanwhile, gold rose 0.5% to $3,387, reflecting investor concerns over the impact of U.S. tariffs on Indian oil imports from Russia.

Source: [1] Asia Morning Briefing: BTC Mining Industry Not Worried About New Round of Trump Tariffs (https://www.coindesk.com/markets/2025/08/08/asia-morning-briefing-btc-mining-industry-not-worried-about-new-round-of-trump-tariffs)